+26.6%
BA vs PTEN
-44.3%
+70.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.3% | +0.1% |
| 7D | 0.0% | -14.5% | +14.5% | +3.8% |
| 30D | -8.9% | -11.1% | +2.2% | -6.8% |
| 3M | -25.5% | -7.8% | -17.7% | -24.9% |
| 6M | -27.0% | -10.5% | -16.5% | -27.2% |
| YTD | -20.1% | +69.3% | -89.4% | -34.7% |
| 1Y | -11.0% | +70.5% | -81.5% | -27.7% |
| 3Y | -11.8% | -7.1% | -4.7% | -19.5% |
| 5Y | -20.6% | +29.1% | -49.8% | -40.7% |
| 10Y | +26.6% | -44.5% | +71.1% | -26.1% |
| All | +26.6% | -44.3% | +70.9% | -26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PTEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling